据《华尔街日报》汇编的数据，自今年2月2日上市以来，Vision Pro每月新发布的新应用程度大幅下滑。Source: Wall Street See
The main reason for the sharp drop in the Vision Pro application is its high starting price of $3499. Guo Mingchi revealed that Apple has reduced the shipment volume of Vision Pro this year from 0.7 million-0.8 million units to 0.4 million-0.45 million units. Some analysts suggest that in order to overcome the current predicament, Vision Pro needs a "killer app".
Due to the negative performance of companies such as [unknown], there is a general expectation of an 11% decline during the earnings season. The average quarterly decline in earnings per share is about 5%. In addition, simulation chip inventory replenishment has not been as rapid as expected, and the risk in the automotive terminal market (which accounts for 14% of semiconductor demand) is also increasing. $Apple (AAPL.US)$ The price of Vision Pro is too high, with low market demand, and the number of platform applications is growing slowly.
According to data compiled by The Wall Street Journal, since its debut on February 2nd of this year, the level of new applications released monthly for Vision Pro has significantly declined.
Data from the analyst company Appfigures also shows that in September, only 10 applications were released on the Vision Pro app store, far fewer than the hundreds of new applications launched in the first two months of the device.
As of September, there are approximately 1770 Vision Pro applications in the App Store. Among them, only 34% are specifically customized for Vision Pro, while the rest are versions of existing apple applications with additional Vision Pro functionality.
Reports indicate that the reason for the "cliff-like decline" in Vision Pro application growth is due to its expensive price (starting from $3499):
"For many ordinary consumers, this is equivalent to several months of rent or three months of car loan payments."
At the same time, the sales situation of Vision Pro is also not optimistic.
At the end of April, renowned analyst Guo Mingchi from TF International Securities released a report stating that Apple has reduced the first-year shipment volume of Vision Pro from 0.7 million-0.8 million units to 0.4 million-0.45 million units. Counterpoint Research had also estimated that Vision Pro's second-quarter sales plummeted by 80% compared to the previous quarter.
Reports suggested that in order to overcome the current predicament, Vision Pro needs a "killer application" similar to the AI-enabled iPhone 16.
Editor / jayden
